## Documentation Index

Fetch the complete documentation index at: [/llms.txt](https://docs.m3ter.com/llms.txt)

Use this file to discover all available pages before exploring further.

When setting up priced Product Plans and Prepayment or Balance amounts to apply usage-based or unit-based charges against your end-customer Accounts for consuming Products, there are several places where you have the option to define custom descriptions for Bill line items:

- **Plan Templates/Plans**: Standing Charge and Minimum Spend descriptions.
- **Plan Groups**: Standing Charge and Minimum Spend descriptions.
- **Pricing**: Usage and Minimum Spend descriptions.
- **Counter Pricing**: Recurring subscription charge descriptions.
- **Prepayments**: Fee, Usage, and Overage descriptions.
- **Balances**: Draw-down description, one-off Charge description.
- **Accounts**: Charge description.

This topic explains how Bill line item default descriptions are compiled _if you omit custom descriptions for Bill line items._

## Standing Charge

- **Plan Template or Plan**:
  - Default DESCRIPTION: **Standing Charge**
- **Plan Group**:
  - Default DESCRIPTION: **Standing Charge**

## Minimum Spend

- **Plan Template**:
  - Default DESCRIPTION: _<Plan Template Product Name>_ **Minimum Spend Adjustment**
- **Plan**:
  - Default DESCRIPTION: _<Plan Product Name>_ **Minimum Spend Adjustment**
- **Plan Group**:
  - Default DESCRIPTION: _<Plan Group Name>_ **Minimum Spend Adjustment**
- **Pricing:**
  - Default DESCRIPTION: _<Aggregation Name>_ **Minimum Spend Adjustment**

## Usage

The default descriptions for _usage line items_ are derived from the name of the Aggregation that defines the usage metric used to price the Product Plan.

- **Simple Aggregation**:
  - Default DESCRIPTION: _<Aggregation name>_
- **Compound Aggregation**:
  - Default DESCRIPTION: _<Compound Aggregation name>_
- **Segmented Aggregation**:
  - Default DESCRIPTION: _<Segmented Aggregation Name> + (<segment value1>, <segment value2>, …)_
- **Custom SQL Aggregation**:
  - Default DESCRIPTION: _<Custom SQL Aggregation name> + (<group key/value 1>,< group key/value 2>,_ _…)__

## Recurring Charges

The default descriptions for unit-based recurring _subscription line items_ are derived from the different _types of counter charges_ due on Accounts whose Account Plan is priced using a counter:

- Charge type: Counter running total charge:
  - Default DESCRIPTION: **Counter Running Total Charge**
- Charge type: Counter adjustment debit:
  - Default DESCRIPTION: **Counter Adjustment Debit**
- Charge type: Counter adjustment credit:
  - Default DESCRIPTION: **Counter Adjustment Credit**

## Prepayments

- **Fee**. Two cases:
  - Product selected:
    - Default DESCRIPTION: **Prepayment Fee (** _<Product name>_ **)**
  - No Product selected:
    - Default DESCRIPTION: **Prepayment Fee (account-wide)**
- **Usage**. Two cases:
  - Product selected:
    - Default DESCRIPTION: **Prepayment Consumed (** _<Product name>_ **)**
  - No Product selected:
    - Default DESCRIPTION: **Prepayment Consumed (account-wide)**
- **Overage**. Two cases:
  - Product selected:
    - Default DESCRIPTION: **Overage Surcharge (** _<Product name>_ **)**
  - No Product selected:
    - Default DESCRIPTION: **Overage Surcharge (account-wide)**

## Accounts

- **Charge**:
  - Default DESCRIPTION: **Ad hoc charge**

## Balances

- **Draw-down**:
  - Default DESCRIPTION: _<Balance name>_ **:** **Balance Consumed**.
- **One-off Charge**:
  - Default DESCRIPTION: **Balance fee charge**

## Parent/Child Account Bills - Line Item Descriptions

Default descriptions for line items that appear on Bills where there is a Parent/Child Accounts set up follow the same rules for compiling the DESCRIPTION text, except the _name of the Child Account_ is also appended to the default description text string.

**Warning - Case where Child Account code also shown in description!** If you have the Account Plan attached to the Parent Account and set the **Account hierarchy billing mode** to **Bill parent account - bill line item per account**, then the Bill for the Parent Account will append both the Child Account **name** and **code** to the description text for any Child Account usage charge line items.